Associate Portfolio Manager
Tel: (416) 359-5831
Fax (416) 359-5818
With 20 years of investment experience, Matt has a proven ability to assist clients in articulating their investment goals and working with them through a plan to achieve these goals. Matt believes in simplifying and clarifying the investment process and in providing an elite level of service for his clients.
In addition to a strong client focus, Matt has a deep understanding of Canadian and international equity markets and investment products, with a strong knowledge of index products, mutual funds and insurance solutions. Matt works closely with his wealth planning partners at BMO Nesbitt Burns to develop sound and comprehensive tax and estate planning solutions that are specific to individual client needs.
Matt holds a BA in Economics from Queen’s University and is an Investment Advisor. Matt holds the Charted Investment Manager (CIM®) designation in good standing. He is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and is options licensed.
In his spare time Matt enjoys biking the many trails that Toronto has to offer and spending time with his spouse Michelle and his daughter Vivian.